Sundaram Flexi Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Flexi Cap IDCW Reinvest Direct Plan

NAV
₹14.0734
+0.20%
(12 Jan)
AUM
2,128 Cr
TER
0.62%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+3.4%
+2.6%
+1.4%
+1.4%
-1.6%
-1.6%
3Y
+16.5%
+12.0%
+22.5%
+22.5%
+22.7%
+22.7%
5Y
+15.3%
NA
NA
NA
+14.3%
+14.3%
ALL
+13.4%
+10.7%
+18.8%
+18.8%
+17.0%
+17.0%
VOL
-
12.0%
13.7%
13.7%
18.3%
18.3%
TER
-
0.6%
0.6%
0.6%
0.8%
0.8%
AUM
-
₹2,128 Cr
₹4,723 Cr
₹4,723 Cr
₹13,862 Cr
₹13,862 Cr
INFO
-
0.89
1.38
1.38
0.93
0.93
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
5.9%
Reliance Industries Ltd
5.0%
Bharti Airtel Ltd
4.4%
Infosys Ltd
4.0%
Axis Bank Ltd
4.0%
State Bank of India
3.7%
Larsen & Toubro Ltd
3.6%
Kotak Mahindra Bank Ltd
3.1%
ITC Ltd
2.5%
Top industry exposure
Financial Services
29.4%
Industrials
12.2%
Consumer Cyclical
11.3%
Technology
9.1%
Consumer Defensive
8.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
48%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Pathanjali Srinivasan

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